Brett Agnew

CFP^®

Wealth Advisor, Director

Brett is a Wealth Advisor at HTSW on the Bay Area team. He started in the financial industry in 1993 and transitioned to wealth management in 2017. Over the last 12 years Brett has developed a talent and passion for financial planning. He enjoys working closely with clients to solve the complex, often nuanced challenges of building comprehensive financial plans and managing their assets efficiently.

Previously in his career, Brett worked with several regional investment banks based in San Francisco, focusing on supporting their trading desks. During that time, he developed his knowledge of capital markets, institutional trading, the financial markets, and risk management.

Brett is a CFP® Professional and holds a B.S. in Business Administration from the University of California Chico.

Brett lives in Clayton with his wife Elise. Their two children, Ronan and Mikayla are attending college at Cal Poly Humboldt and Oregon State University. His favorite pastime is spending time with his family, especially traveling to Europe. When home, he enjoys hiking, golf, and pickle ball.

Professional Designations, Licenses & Certifications:

• CERTIFIED FINANCIAL PLANNER (CFP®)